Who owns SPDR DJ Wilshire REIT?
- Ticker: RWR
- CUSIP Number: 78464A607
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire REIT with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR DJ Wilshire REIT stock
Who bought or sold SPDR DJ Wilshire REIT this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Northern Trust | 2.5M | $248M | -3% | Dec 2025 |
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| Charles Schwab Investment Management | 2.2M | $216M | 5% | Dec 2025 |
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| LPL Financial | 444k | $45M | 1% | Mar 2026 |
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| Wells Fargo & Company | 443k | $45M | 0% | Mar 2026 |
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| Millennium Management | 381k | $38M | -12% | Mar 2026 |
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| Morgan Stanley | 374k | $38M | 8% | Mar 2026 |
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| Mason Street Advisors | 349k | $35M | -5% | Mar 2026 |
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| Two Sigma Investments | 336k | $34M | 33% | Mar 2026 |
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| Envestnet Asset Management | 329k | $33M | -1% | Mar 2026 |
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| UBS Group | 311k | $31M | 43% | Mar 2026 |
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| McMill Wealth Management | 307k | $24M | 100% | Mar 2026 |
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| Bank of America Corporation | 280k | $28M | 100% | Mar 2026 |
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| Ameriprise Financial | 237k | $24M | 8% | Mar 2026 |
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| Branch Banking & Trust Company | 218k | $22M | -3% | Mar 2026 |
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| BlackRock | 179k | $18M | -18% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 145k | $15M | -1% | Mar 2026 |
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| Private Advisor | 140k | $14M | 2% | Mar 2026 |
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| Coco Enterprises | 132k | $14M | 100% | Mar 2026 |
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| Patton Fund Management | 115k | $12M | -3% | Mar 2026 |
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| Frederick Financial Consultants | 107k | $11M | 2% | Mar 2026 |
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| Evergreen Capital Management | 100k | $9.8M | 4% | Dec 2025 |
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| Creative Planning | 95k | $9.6M | -5% | Mar 2026 |
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| St. Clair Advisors | 89k | $8.9M | -32% | Mar 2026 |
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| DT Investment Partners | 71k | $7.0M | 1% | Dec 2025 |
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| Geneos Wealth Management | 62k | $6.3M | 4% | Mar 2026 |
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| Royal Bank of Canada | 58k | $5.9M | 133% | Mar 2026 |
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| Raymond James Financial | 58k | $5.7M | 56% | Dec 2025 |
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| Citigroup | 46k | $4.7M | 100% | Mar 2026 |
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| Mml Investors Services | 45k | $4.5M | -5% | Mar 2026 |
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| Goldman Sachs Group | 44k | $4.4M | -24% | Mar 2026 |
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| Kestra Advisory Services | 44k | $4.4M | 1% | Mar 2026 |
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| NFP Retirement | 42k | $4.2M | 10% | Mar 2026 |
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| Citizens Financial Group | 42k | $4.2M | 0% | Mar 2026 |
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| Citadel Advisors | 39k | $3.9M | 100% | Mar 2026 |
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| Hartland & Co | 38k | $3.8M | 0% | Mar 2026 |
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| CacheTech | 38k | $3.8M | 2% | Mar 2026 |
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| Adams Wealth Management | 38k | $3.8M | 2% | Mar 2026 |
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| Commonwealth Equity Services | 36k | $3.6M | -3% | Mar 2026 |
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| Smith, Moore & Co. | 30k | $3.0M | 1% | Mar 2026 |
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| Transatlantique Private Wealth | 28k | $1.1M | 529% | Dec 2025 |
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| Falcon Wealth Planning | 28k | $2.9M | -6% | Mar 2026 |
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| Mercer Global Advisors | 28k | $2.8M | 0% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 25k | $2.5M | -64% | Mar 2026 |
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| Rebalance | 24k | $2.4M | 1% | Mar 2026 |
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| Assetmark | 24k | $2.4M | -22% | Mar 2026 |
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| Pathstone Holdings | 23k | $2.3M | -2% | Mar 2026 |
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| Advisor Group Holdings | 23k | $2.2M | -41% | Dec 2025 |
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| HPM Partners | 22k | $2.2M | 31% | Mar 2026 |
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| City Holding | 22k | $2.2M | 17% | Mar 2026 |
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| Pnc Financial Services | 21k | $2.1M | -3% | Mar 2026 |
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| HighTower Advisors | 19k | $1.9M | -44% | Mar 2026 |
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| Jane Street | 18k | $1.8M | 521% | Mar 2026 |
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| Bank Of Montreal | 18k | $1.8M | 100% | Mar 2026 |
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| Beacon Pointe Advisors | 18k | $1.7M | 100% | Dec 2025 |
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| Cetera Investment Advisers | 18k | $1.8M | -8% | Mar 2026 |
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| Smallwood Wealth Investment Management | 17k | $1.7M | -6% | Mar 2026 |
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| Vestmark Advisory Solutions | 17k | $1.7M | -58% | Mar 2026 |
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| SBI Securities | 16k | $1.6M | -4% | Mar 2026 |
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| Bank of New York Mellon | 15k | $1.6M | 1% | Mar 2026 |
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| Cambient Family Office | 15k | $1.5M | 199% | Mar 2026 |
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| American Financial Advisors | 14k | $1.4M | -6% | Mar 2026 |
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| Snowden Capital Advisors | 14k | $1.4M | 14% | Dec 2025 |
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| M^T Bank Corporation | 14k | $1.4M | -8% | Mar 2026 |
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| Cambridge Investment Research Advisors | 13k | $1.3M | 87% | Mar 2026 |
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| Moller Financial Services | 13k | $1.3M | 0% | Mar 2026 |
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| Omega Financial Group | 13k | $1.3M | -12% | Mar 2026 |
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| Hrt Financial | 13k | $1.3M | 100% | Mar 2026 |
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| Phillips Financial Management | 12k | $1.2M | -41% | Mar 2026 |
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| Atlas Brown | 12k | $1.2M | -1% | Mar 2026 |
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| Davidson Trust | 12k | $1.2M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 12k | $1.2M | 3% | Mar 2026 |
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| Osborne Partners Capital Management | 11k | $1.1M | -1% | Mar 2026 |
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| Savant Capital Management | 10k | $1.1M | 4% | Mar 2026 |
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| Lee Financial | 9.7k | $980k | 29% | Mar 2026 |
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| Gibson Capital | 9.0k | $908k | 0% | Mar 2026 |
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| Us Bancorp | 8.8k | $863k | 0% | Dec 2025 |
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| Glenmede Trust Company | 8.8k | $884k | 0% | Mar 2026 |
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| Summit Financial | 8.8k | $884k | 100% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 8.7k | $881k | 0% | Mar 2026 |
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| Destiny Capital Corp | 7.4k | $748k | -32% | Mar 2026 |
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| Massey, Quick & Co | 7.3k | $733k | 0% | Mar 2026 |
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| Goss Wealth Management | 7.2k | $727k | 0% | Mar 2026 |
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| Pinnacle Financial Partners | 7.1k | $696k | 100% | Dec 2025 |
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| Camelot Technology Advisors | 6.8k | $684k | 0% | Mar 2026 |
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| Park Avenue Securities | 6.5k | $657k | -6% | Mar 2026 |
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| Lido Advisors | 6.5k | $654k | -16% | Mar 2026 |
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| Clientfirst Wealth Management | 6.3k | $631k | 0% | Mar 2026 |
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| Onyx Bridge Wealth Group | 6.2k | $629k | -61% | Mar 2026 |
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| D. E. Shaw & Co | 6.2k | $626k | 26% | Mar 2026 |
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| Key FInancial | 5.7k | $579k | 0% | Mar 2026 |
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| Kohmann Bosshard Financial Services | 5.7k | $575k | -1% | Mar 2026 |
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| Awm Capital | 5.4k | $544k | 0% | Mar 2026 |
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| Strategic Financial Partners | 5.3k | $538k | -8% | Mar 2026 |
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| Wealthcare Advisory Partners | 5.1k | $512k | -91% | Mar 2026 |
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| Atlantic Trust | 5.0k | $487k | 0% | Dec 2025 |
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| CI Private Wealth | 4.9k | $498k | -33% | Mar 2026 |
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| Farther Finance Advisors | 4.8k | $484k | 0% | Mar 2026 |
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| Urban Financial Advisory Corp | 4.7k | $477k | 0% | Mar 2026 |
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| Colony | 4.7k | $459k | -32% | Dec 2025 |
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| Banque Transatlantique SA | 4.5k | $454k | 100% | Mar 2026 |
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| Baird Financial | 4.5k | $441k | 11% | Dec 2025 |
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| Ark & Tlk Investments | 4.5k | $452k | 0% | Mar 2026 |
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| Stifel Financial | 4.5k | $450k | 3% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 4.4k | $454k | 0% | Mar 2026 |
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| Burns Wealth Management | 4.4k | $446k | 0% | Mar 2026 |
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| Sanibel Captiva Trust Company | 4.4k | $433k | -4% | Dec 2025 |
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| Resources Investment Advisors | 4.4k | $441k | 0% | Mar 2026 |
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| Franklin Resources | 4.3k | $439k | 0% | Mar 2026 |
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| Austin Private Wealth | 4.3k | $426k | -2% | Dec 2025 |
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| Efficient Wealth Management | 4.3k | $431k | -22% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 4.1k | $413k | -8% | Mar 2026 |
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| Forum Financial Management | 4.0k | $407k | 0% | Mar 2026 |
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| CIBC Bancorp USA | 4.0k | $405k | 100% | Mar 2026 |
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| Susquehanna International | 4.0k | $393k | -81% | Dec 2025 |
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| Moisand Fitzgerald Tamayo | 3.8k | $379k | 0% | Mar 2026 |
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| FMR | 3.7k | $365k | 31% | Dec 2025 |
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| Rockefeller Capital Management | 3.5k | $355k | 0% | Mar 2026 |
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| Atlas Legacy Advisors | 3.5k | $355k | 0% | Mar 2026 |
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| Midwest Trust | 3.4k | $345k | -50% | Mar 2026 |
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| Trilogy Capital | 3.4k | $344k | -1% | Mar 2026 |
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| Burke & Herbert Bank & Trust | 3.3k | $336k | 0% | Mar 2026 |
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| Two Sigma Securities | 3.3k | $336k | 100% | Mar 2026 |
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| Brian McDonald | 3.3k | $326k | 6% | Dec 2025 |
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| Fifth Third Bancorp | 3.3k | $328k | 100% | Mar 2026 |
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| Merit Financial Group | 3.1k | $317k | -8% | Mar 2026 |
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| Chicago Partners Investment | 3.1k | $331k | 1% | Mar 2026 |
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| United Capital Financial Advisers | 3.1k | $311k | 9% | Mar 2026 |
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| Aspiriant | 3.0k | $306k | 0% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 3.0k | $305k | -4% | Mar 2026 |
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| Dorsey & Whitney Trust Company | 3.0k | $303k | 0% | Mar 2026 |
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| Sontag Advisory | 3.0k | $301k | 0% | Mar 2026 |
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| Marshall Wace | 2.9k | $289k | 100% | Dec 2025 |
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| Janney Montgomery Scott | 2.9k | $292k | 0% | Mar 2026 |
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| Beacon Financial | 2.8k | $282k | -1% | Mar 2026 |
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| WealthPoint Financial | 2.8k | $274k | 0% | Mar 2026 |
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| JFS Wealth Advisors | 2.8k | $279k | -16% | Mar 2026 |
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| Lewis Asset Management | 2.8k | $279k | 100% | Mar 2026 |
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| Mount Yale Investment Advisors | 2.7k | $277k | -89% | Mar 2026 |
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| Cullen Frost Bankers | 2.6k | $265k | -1% | Mar 2026 |
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| SCBT Financial Corporation | 2.6k | $262k | -1% | Mar 2026 |
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| Heartwood Wealth Advisors | 2.5k | $256k | 0% | Mar 2026 |
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| Redhawk Wealth Advisors | 2.5k | $251k | 0% | Mar 2026 |
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| Newport Capital Group | 2.5k | $248k | -6% | Mar 2026 |
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| Curran Financial Partners | 2.3k | $234k | 1% | Mar 2026 |
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| Jones Financial Companies, L.L | 2.3k | $223k | 6% | Dec 2025 |
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| Front Row Advisors | 2.3k | $229k | -6% | Mar 2026 |
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| Rossmore Private Capital | 2.2k | $227k | 0% | Mar 2026 |
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| Vanguard Group | 2.2k | $219k | 100% | Dec 2025 |
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| Global Retirement Partners | 2.2k | $219k | 5% | Dec 2025 |
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| Collaborative Wealth Managment | 2.2k | $220k | -1% | Mar 2026 |
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| Ashton Thomas Private Wealth | 2.1k | $213k | -6% | Mar 2026 |
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| Bessemer | 2.0k | $198k | -15% | Mar 2026 |
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| Eastern Bank | 1.9k | $196k | -13% | Mar 2026 |
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| Qube Research & Technologies | 1.00 | $98.000000 | -100% | Dec 2025 |
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Who sold out of SPDR DJ Wilshire REIT?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 675k | $68M |
| Capital Advisors | Dec 2025 | 117k | $12M |
| State Street Corporation | Sep 2025 | 37k | $3.7M |
| Wealth Enhancement Advisory Services | Dec 2025 | 12k | $1.2M |
| Virtue Capital Management | Dec 2025 | 6.7k | $383k |
| Principal Financial Group | Dec 2025 | 4.4k | $429k |
| Autumn Glory Partners | Dec 2025 | 4.2k | $413k |
| Convergence Financial | Dec 2025 | 2.3k | $225k |